See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,756 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $760,080 | $132,049+475.6% | $200,582+278.9% | $74,304+922.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 21.93% | 22.22%-0.3pp | 42.33%-20.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $25,900 | $4,558+468.3% | $6,419+303.5% | $2,241+1055.6% |
| Participant deferral / active EE | $26,010 | $7,213+260.6% | $9,331+178.7% | $3,767+590.4% |
| Admin fee / account holder | $39 | $2,405-98.4% | $16,305-99.8% | $2,969-98.7% |